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UDEC

Innovator US Equity Ultra Buffer ETF December

56 hedge funds and large institutions have $68.1M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

14% more funds holding

Funds holding: 4956 (+7)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2.49% less ownership

Funds ownership: 71.36%68.88% (-2.5%)

93% less capital invested

Capital invested by funds: $927M → $68.1M (-$859M)

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.5M +$9.74M +347,547 +605%
DIM
2
Delta Investment Management
California
$8.01M +$7.57M +270,281 +2,541%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.41M +$836K +29,816 +15%
NA
4
NewEdge Advisors
Louisiana
$5.88M +$262K +9,344 +5%
BCM
5
Brookstone Capital Management
Illinois
$4.24M -$392K -13,976 -9%
MAM
6
Milestone Asset Management
Pennsylvania
$3.19M -$77K -2,746 -2%
KWM
7
KFG Wealth Management
Indiana
$3.12M +$1.7M +60,721 +127%
PCA
8
Prosperity Capital Advisors
Ohio
$3.11M +$1.49M +53,251 +95%
CRWM
9
Castle Rock Wealth Management
California
$1.63M -$82.4K -2,939 -5%
Truist Financial
10
Truist Financial
North Carolina
$1.35M +$80.6K +2,875 +6%
SB
11
Strategic Blueprint
Georgia
$1.31M +$180K +6,412 +16%
AIC
12
Archer Investment Corporation
Indiana
$1.26M -$48.8K -1,740 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.23M +$359K +12,793 +42%
MOS
14
MGO One Seven
Ohio
$1.2M +$1.18M +42,028 New
T
15
TCWP
Ohio
$1.2M +$1.18M +42,028 New
TF
16
Trek Financial
Arizona
$1.07M +$1.06M +37,665 New
AWA
17
Arete Wealth Advisors
Illinois
$968K +$58.8K +2,097 +7%
OWA
18
Octavia Wealth Advisors
Ohio
$728K
AWM
19
Atticus Wealth Management
Florida
$669K
WFAG
20
Worth Financial Advisory Group
North Carolina
$617K
AWM
21
AE Wealth Management
Kansas
$611K +$313K +11,182 +109%
MML Investors Services
22
MML Investors Services
Massachusetts
$590K -$11.2K -399 -2%
CWS
23
Cypress Wealth Services
California
$523K
AIA
24
Alera Investment Advisors
Illinois
$493K
CA
25
Cetera Advisors
Colorado
$456K -$7.88K -281 -2%